Edwin Ashton is a registered investment advisor at Arete Financial Solutions, LLC, based in Goodyear, AZ, with 4 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
2440 N Litchfield Rd Ste 210, Goodyear, AZ, 85395
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Edwin is the sole member of Ashton Law, PLLC, a law firm focusing on estate planning, probate, and business transactional law. He dedicates about 10-20% of his time during trading hours and additional time outside trading hours to this business.
Employment History
Current Registrations
Arete Financial Solutions, LLC
State Registrations1 state
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